Videos | Order Notes

Order Notes allows you to add notes to an order to help manage and keep track of an order's status. This video shows you how to get the most of this feature available in Miva Merchant 9.4 and higher.

ver.9.4 and later

Video Transcript

Order Notes is a new feature in Version 9.4 of the Miva Merchant Software. It allows you to add notes to an order which can help you manage and keep track of the status of orders in your Miva Merchant store. Notes can be added to an order in one of two ways. If you want to add a custom note to an order you can manually add one. Notes can also be added automatically when specific actions happen to that order. For instance, when a package is prepared for shipment. The ability to add manual notes to an order comes standard by default in Miva Merchant stores 9.4 and later. On the other hand, if you want the system to automatically log order events, then you’ll want to make sure that you have the order history notes module installed in your Miva Merchant store. You can do that by logging into your Admin and clicking into “Utilities.” From here, click on the “Add/Remove Modules” tab. The module we are looking for will either be in the “Available Modules” tab or in your “Installed Modules” list. Let me open up my Installed Modules list, and you can see that I already have the “Order HIstory Notes” module installed in this test store. If it’s not installed in your store, you’ll find it under “Available Modules.” Go into your Available Modules list, find the module and click its “Install” button to install it into your store.

Now that we have that squared away, let’s browse over to “Order Processing” and have a look at an order. Let’s go into Order Number 1007. Once you’re in the Order Information Screen, you’ll notice that there is a new link here called “Notes.” Clicking on it pulls up a modal window displaying all of the notes that are pertinent to this specific order. Here we can see two notes that were generated automatically by the system when specific actions occurred with this order, like when this order was created or when a product was added to this order. Here, not only can we review notes that pertain to this order, but we can add notes as well by clicking on this “+” sign.

So let’s say the customer called and wanted to add a product to this order and I wanted to document it here in these notes. I’ll just click on this “+” sign and explain that “Customer called and requested a $5 shirt,” and like that I’ve manually ordered a note to this order. Let’s go ahead and close out. To show you how the system automatically logs order events, let’s go ahead and add another product. Here’s the $5 shirt and then flag these products for shipment. Now, when we go back into the Notes for this order, you’ll see that the system automatically documented the $5 shirt being added to this order and the items being processed for shipment.

One last thing I wanted to show you is, not only can these notes can be viewable from inside of Order Processing, but you can view these notes from the Customer Level as well. So if we go into our Customer’s Area and click into the Customer Account we were working with, which is Zeph, you’ll notice that there’s a new tab here called “Notes” and if you click into it, you’ll be able to see all of the notes that pertain to this specific customer. Here you can see that they are sorted by date, you can see who created the particular notes, you can also see the note contents, and the Order # that the note pertains to. Keep in mind that this is a completely customizable screen, so if you wanted this Note’s column to be the second column, you can click its header and drag it over and if you needed more room to read a particularly long note, you can adjust the width of the columns, by dragging their handles like so.

Notice that you can add notes to this screen as well by clicking on this “Add Notes” button that looks like a “+” sign. Keep in mind that if you add a note on this screen, you’re adding a note on a “Customer Level,” not an “Order Level.” These notes are a collection of all of the customer level notes and all of the order level notes. If you only want to see customer notes, you can filter this batch list by clicking on this button here called “Show Notes.” By removing the checkmark next to Orders. Now we’re only looking at Customer Notes. Vice Versa, f you uncheck the Customer under “Show Notes” then you’ll only see the Order Notes displayed.

About The Order Notes Module

Behind the scenes, the Order Notes module interfaces with these MivaScript Items:

not_order

not_orderitem

not_orderreturn

not_ordershpmnt

So that means it will automatically generate a Note Entry for changes to:

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